Heartwood Wealth Advisors’s Trane Technologies TT Stock Holding History

Heartwood Wealth Advisors’s Portfolio TT Stock Details TT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$274K	Hold	558	–	–	0.02%	203
2026 Q1	$233K	Hold	558	–	–	0.02%	207
2025 Q4	$217K	Hold	558	–	–	0.02%	198
2025 Q3	$235K	Hold	558	–	–	0.02%	184
2025 Q2	$244K	Buy	+558	New	+$220K	0.03%	167
2025 Q1	–	Sell	-558	Closed	-$206K	–	181
2024 Q4	$206K	Hold	558	–	–	0.02%	168
2024 Q3	$217K	Sell	558 -159	-22%	-$55.2K	0.02%	165
2024 Q2	$236K	Hold	717	–	–	0.03%	157
2024 Q1	$215K	Buy	+717	New	+$195K	0.03%	153

Other funds holding TT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

RIG

Renaissance Investment Group Lenox, Massachusetts $508M AUM 30.51% 1-Year Est. Return

Heartwood Wealth Advisors's TT Position: Q2 2026 in Review

Heartwood Wealth Advisors held its Trane Technologies (TT) position steady in Q2 2026 at 558 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #203.

Heartwood Wealth Advisors first reported a position in TT in Q1 2024 and has held it in 9 quarters since. 290 funds tracked by Wall St. Rank hold TT as of Q2 2026.

Heartwood Wealth Advisors held 558 shares of Trane Technologies worth $274K as of Q2 2026.
Heartwood Wealth Advisors left its Trane Technologies share count unchanged in Q2 2026.
Trane Technologies made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #203 holding.
Heartwood Wealth Advisors first reported a position in Trane Technologies in Q1 2024 and has held it in 9 quarters since.
290 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.